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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
GT
601
Greenleaf Trust
Michigan
$284K -$8.13K -111 -3%
AC
602
AlphaCore Capital
California
$281K +$288K +3,924 New
WMS
603
Wealth Management Strategies
Pennsylvania
$278K +$3.66K +50 +1%
IWP
604
Insight Wealth Partners
Texas
$277K – – –
CW
605
CreativeOne Wealth
Kansas
$276K +$42.4K +578 +18%
MYIA
606
Mount Yale Investment Advisors
Colorado
$275K +$281K +3,838 New
IAS
607
Insigneo Advisory Services
Florida
$275K +$2.35K +32 +0.8%
BFM
608
Boothbay Fund Management
New York
$270K +$277K +3,777 New
WS
609
Wedbush Securities
California
$270K -$733 -10 -0.3%
PFS
610
Prospera Financial Services
Texas
$270K +$19.9K +272 +8%
HNWAG
611
High Net Worth Advisory Group
Florida
$270K – – –
PIA
612
Perennial Investment Advisors
California
$266K +$953 +13 +0.4%
TG
613
TCW Group
California
$266K +$9.6K +131 +4%
KFS
614
Keynote Financial Services
Connecticut
$265K – – –
BGA
615
Battery Global Advisors
Massachusetts
$265K – – –
CIA
616
Capital Investment Advisors
Georgia
$265K -$23.5K -321 -8%
PWA
617
Physician Wealth Advisors
Utah
$264K -$73 -1 -0%
MG
618
Mather Group
Illinois
$261K -$14.1K -192 -5%
Fiera Capital (Canada)
619
Fiera Capital (Canada)
Quebec, Canada
$259K – – –
PWG
620
Portside Wealth Group
Utah
$258K +$13.4K +183 +5%
LA
621
LexAurum Advisors
Kansas
$257K – – –
SAG
622
SageView Advisory Group
California
$257K -$16.3K -223 -6%
MWM
623
Meridian Wealth Management
Kentucky
$257K -$8.43K -115 -3%
CTC
624
Central Trust Company
Missouri
$255K – – –
KMWM
625
Keudell/Morrison Wealth Management
Oregon
$254K -$5.86K -80 -2%